ZIG
PATH icon

Zuckerman Investment Group’s UiPath PATH Stock Holding History

Zuckerman Investment Group’s Portfolio PATH Stock Details PATH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-55,000
Closed -$567K – 169
2025
Q1 		$567K Hold
55,000
– – 0.06% 106
2024
Q4 		$782K Hold
55,000
– – 0.08% 84
2024
Q3 		$704K Buy
55,000
+19,000
+53% +$233K 0.07% 84
2024
Q2 		$456K Buy
+36,000
New +$622K 0.05% 103

Other funds holding PATH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
TAM
TFG Asset Management Grand Cayman, Cayman Islands $515M AUM 24.47% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SM
Senvest Management New York $3.01B AUM 35.7% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Zuckerman Investment Group's PATH Position: Q2 2025 in Review

Zuckerman Investment Group sold out of UiPath (PATH) in Q2 2025, closing a stake of 55,000 shares — an estimated $567K sold.

Zuckerman Investment Group first reported a position in PATH in Q2 2024 and held it in 4 quarters. The position peaked at $782K in Q4 2024. 454 funds tracked by Wall St. Rank hold PATH as of Q2 2025.

  • Zuckerman Investment Group reported no remaining UiPath position as of Q2 2025 after selling out during the quarter.
  • Zuckerman Investment Group sold 55,000 UiPath shares in Q2 2025, an estimated $567K.
  • Zuckerman Investment Group first reported a position in UiPath in Q2 2024 and held it in 4 quarters.
  • Zuckerman Investment Group's UiPath position peaked at $782K in Q4 2024.
  • 454 funds tracked by Wall St. Rank held UiPath as of Q2 2025.

Based on Zuckerman Investment Group's 13F filing for Q2 2025, filed 15 Aug 2025.